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I’ve Seen It With My Own Eyes: The Robots Are Here and Walking Among Us

The «physical AI» boom has created a world of opportunity for robot makers, and they’re not holding back.

It’s been 24 years since CNET first published an article with the headline The robots are coming. It’s a phrase I’ve repeated in my own writing over the years — mostly in jest. But now in 2026, for the first time, I feel confident in declaring that the robots have finally arrived.

I kicked off this year, as I often do, wandering the halls of the Las Vegas Convention Center and its hotel-based outposts on the lookout for the technology set to define the next 12 months. CES has always been a hotbed of activity for robots, but more often than not, a robot that makes a flashy Vegas debut doesn’t go on to have a rich, meaningful career in the wider world.

In fact, as cute as they often are and as fun as they can be to interact with on the show floor, most robots I’ve seen at CES over the years amount to little more than gimmicks. They either come back year after year with no notable improvements or are never seen or heard from again.

In more than a decade of covering the show, I’ve been waiting for a shift to occur. In 2026, I finally witnessed it. From Hyundai unveiling the final product version of the Boston Dynamics Atlas humanoid robot in its press conference to Nvidia CEO Jensen Huang’s focus on «physical AI» during his keynote, a sea change was evident this year in how people were talking about robots.

«We’ve had this dream of having robots everywhere for decades and decades,» Rev Lebaredian, Nvidia’s vice president of Omniverse and simulation told me on the sidelines of the chipmaker’s vast exhibition at the glamorous Fontainebleau Hotel. «It’s been in sci-fi as long as we can remember.» 

Throughout the show, I felt like I was watching that sci-fi vision come to life. Everywhere I went, I was stumbling upon robot demos (some of which will be entering the market this year) drawing crowds, like the people lining up outside Hyundai’s booth to see the new Atlas in action.

So what’s changed? Until now, «we didn’t have the technology to create the brain of a robot,» Lebaredian said.

AI has unlocked our ability to apply algorithms to language, and it’s being applied to the physical world, changing everything for robots and those who make them.

The physical AI revolution

What truly makes a robot a robot? Rewind to CES 2017: I spent my time at the show asking every robotics expert that question, sparked by the proliferation of autonomous vehicles, drones and intelligent smart home devices.

This exercise predated the emergence of generative AI and models such as OpenAI’s ChatGPT, but already I could see that by integrating voice assistants into their products, companies were beginning to blur the boundaries of what could be considered robotics.

Not only has the tech evolved since that time, but so has the language we use to talk about it. At CES 2026, the main topic of conversation seemed to be «physical AI.» It’s an umbrella term that can encompass everything from self-driving cars to robots.

«If you have any physical embodiments, where AI is not only used to perceive the environment, but actually to take decisions and actions that interact with the environment around it … then it’s physical AI,» Ahmed Sadek, head of physical AI and vice president of engineering at chipmaker Qualcomm told me.

Autonomous vehicles have been the easiest expression of physical AI to build so far, according to Lebaredian, simply because their main challenge is to dodge objects rather than interact with them. «Avoiding touching things is a lot easier than manipulating things,» he said.

Still, the development of self-driving vehicles has done much of the heavy lifting on the hardware, setting the stage for robot development to accelerate at a rapid pace now that the software required to build a brain is catching up.

For Nvidia, which worked on the new Atlas robot with Boston Dynamics, and Qualcomm, which announced its latest robotics platform at CES, these developments present a huge opportunity. 

But that opportunity also extends to start-ups. Featured prominently at the CES 2026 booth of German automotive company Schaeffler was the year-and-a-half-old British company Humanoid, demonstrating the capabilities of its robot HMND 01.

The wheeled robot was built in just seven months Artem Sokolov, Humanoid’s CEO, told me, as we watch it sort car parts with its pincerlike hands. «We built our bipedal one for service and household much faster — in five months,» Sokolov added.

Humanoid’s speed can be accounted for by the AI boom plus an influx of talent recruited from top robotics companies, said Sokolov. The company has already signed around 25,000 preorders for HMND 01 and completed pilots with six Fortune 500 companies, he said.

This momentum extends to the next generation of Humanoid’s robots, where Sokolov doesn’t foresee any real bottlenecks. The main factors dictating the pace will be improvements in AI models and making the hardware more reliable and cost effective.

Humanoid hype hits its peak

Humanoid the company might have the rights to the name, but the concept of humanoids is a wider domain. 

By the end of last year, the commercialization of humanoid robots had entered an «explosive phase of growth,» with a 508% year-on-year increase in global market revenue to $440 million, according to a report released by IDC this month.

At CES, Qualcomm’s robot demonstration showed how its latest platform could be adapted across different forms, including a robotic arm that could assemble a sandwich. But it was the humanoids at its booth that caused everyone to pull out their phones and start filming.

«Our vision is that if you have any embodiment, any mechatronic system, our platform should be able to transform it to a continuously learning intelligent robot,» said Qualcomm’s Sadek. But, he added, the major benefit of the humanoid form is its «flexibility.»

Some in the robotics world have criticized the focus on humanoids, due to their replication of our own limitations. It’s a notion that Lebaredian disagrees with, pointing out that we’ve designed our world around us and that robots need to be able to operate within it.

«There are many tasks that are dull, dangerous and dirty — they call it the three Ds — that are being done by humans today, that we have labor shortages for and that this technology can potentially go help us with,» he said.

We already have many specialist robots working in factories around the world, Lebaredian added. With their combination of arms, legs and mobility, humanoids are «largely a superset of all of the other kinds of robots» and, as such, are perfect for the more general-purpose work we need help with.

The hype around robots — and humanoids in particular — at CES this year felt intense. Even Boston Dynamics CEO Robert Playter acknowledged this in a Q&A with reporters moments after he unveiled the new Atlas on stage.

But it’s not just hype, Playter insisted, because Boston Dynamics is already demonstrating that they can put thousands of robots in the market. «That is not an indication of a hype cycle, but actually an indication of an emerging industry,» he said.

A huge amount of money is being poured into a rapidly growing number of robotics start-ups. The rate of this investment is a signal that the tech is ready to go, according to Nvidia’s Lebaredian.

«It’s because, fundamentally, the experts, people who understand this stuff, now believe, technically, it’s all possible,» he said. «We’ve switched from a scientific problem of discovery to an engineering problem.»

Robot evolution: From industry to home

From what I observed at the show, this engineering «problem» is one that many companies have already solved. Robots such as Atlas and HMND 01 have crossed the threshold from prototype to factory ready. The question for many of us will be as to when will these robots be ready for our homes.

Playter has openly talked about Boston Dynamics’ ambitions in this regard. He sees Atlas evolving into a home robot — but not yet. Some newer entrants to the robotics market — 1X, Sunday Robotics and Humanoid among them — are keen to get their robots into people’s homes in the next couple of years. Playter cautions against this approach.

«Companies are advertising that they want to go right to the home,» he said. «We think that’s the wrong strategy.»

The reasons he listed are twofold: pricing and safety. Playter echoed a sentiment I’ve heard elsewhere: that the first real use for home humanoid robots will be to carry out care duties for disabled and elderly populations. Perhaps in 20 years, you will have a robot carry you in and out of bed, but relying on one to do so when you’re in a vulnerable state poses «critical safety issue,» he said.

Putting robots in factories first allows people to work closely with them while keeping a safe distance, allowing those safety kinks to be ironed out. The deployment of robots at scale in industrial settings will also lead to mass manufacturing of components that will, at some point, make robots affordable for the rest of us, said Playter (unlike 1X’s $20,000 Neo robot, for example).

Still, he imagines the business model will be «robots as a service,» even when they do first enter our homes. Elder care itself is a big industry with real money being spent that could present Boston Dynamics with a market opportunity as Atlas takes its first steps beyond the factory floor.

«I spent a lot of money … with my mom in specialty care the last few years,» he said. «Having robots that can preserve autonomy and dignity at home, I think people will actually spend money — maybe $20K a year.»

The first «care» robots are more likely to be companion robots. This year at the CES, Tombot announced that its robotic labrador, Jennie, who first charmed me back at the show in 2020, is finally ready to go on sale. It served as yet another signal to me that the robots are ready to lead lives beyond the convention center walls.

Unlike in previous years, I left Vegas confident that I’ll be seeing more of this year’s cohort of CES robots in the future. Maybe not in my home just yet, but it’s time to prepare for a world in which robots will increasingly walk among us.

Technologies

Google races to put Gemini at the center of Android before Apple’s AI reboot

Google is using its latest Android rollout to position Gemini as the AI layer across phones, Chrome, laptops and cars.

Google is using its latest Android rollout to make Gemini less of a chatbot and more of an operating layer across the phone, browser, car and laptop, just weeks before Apple is expected to show its own Gemini-powered Apple Intelligence reboot at WWDC.
Ahead of its Google I/O developer conference next week, the company previewed a number of Android updates, including AI-powered app automation, a smarter version of Chrome on Android, new tools for creators, a redesigned Android Auto experience, and a sweeping set of new security features.
Alphabet is counting on Gemini to help Google compete directly with OpenAI and Anthropic in the market for artificial intelligence models and services, while also serving as the AI backbone across its expansive portfolio of products, including Android. Meanwhile, Gemini is powering part of Apple’s new AI strategy, giving Google a role in the iPhone maker’s reset even as it races to prove its own version of personal AI on the phone is further along.
Sameer Samat, who oversees Google’s Android ecosystem, told CNBC that Google is rebuilding parts of Android around Gemini Intelligence to help users complete everyday tasks more easily.
“We’re transitioning from an operating system to an intelligence system,” he said.
As part of Tuesday’s announcements. Google said Gemini Intelligence will be able to move across apps, understand what’s on the screen and complete tasks that would normally require a user to jump between multiple services. That means Android is moving beyond the traditional assistant model, where users ask a question and get an answer, and acting more like an agent.
For instance, Google says Gemini can pull relevant information from Gmail, build shopping carts and book reservations. Samat gave the example of asking Gemini to look at the guest list for a barbecue, build a menu, add ingredients to an Instacart list and return for approval before checkout.
A big concern surrounding agentic AI involves software taking action on a user’s behalf without permissions. Samat said Gemini will come back to the user before completing a transaction, adding, “the human is always in the loop.”
Four months after announcing its Gemini deal with Google, Apple is under pressure to show a more capable version of Apple Intelligence, which has been a relative laggard on the market. Apple has long framed privacy, hardware integration and control of the user experience as its advantages.
Google’s Android push is designed to show it can bring AI deeper into the device experience while still giving users control over what Gemini can see, where it can act and when it needs confirmation.
The app automation features will roll out in waves, starting with the latest Samsung Galaxy and Google Pixel phones this summer, before expanding across more Android devices, including watches, cars, glasses and laptops later this year.
The company is also redesigning Android Auto around Gemini, turning the car into another major surface for its assistant. Android Auto is in more than 250 million cars, and Google says the new release includes its biggest maps update in a decade and Gemini-powered help with tasks like ordering dinner while driving.
Alphabet’s AI strategy has been embraced by Wall Street, which has pushed the company’s stock price up more than 140% in the past year, compared to Apple’s roughly 40% gain. Investors now want to see how Gemini can become more central to the products people use every day.
WATCH: Alphabet briefly tops Nvidia after report of $200 billion Anthropic cloud deal

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Waymo recalls 3,800 robotaxis after glitch allowed some vehicles to ‘drive into standing water’

Waymo issued a voluntary recall of about 3,800 of its robotaxis to fix software issues that could allow them to drive into flooded roadways.

Waymo is recalling about 3,800 robotaxis in the U.S. to fix software issues that could allow them to “drive onto a flooded roadway,” according to a letter on the National Highway Traffic Safety Administration’s website.
The voluntary recall is for Waymo vehicles that use the company’s fifth and sixth generation automated driving systems (or ADS), the U.S. auto safety regulator said in the letter posted Tuesday.
Waymo autonomous vehicles in Austin, Texas, were seen on camera driving onto a flooded street and stalling, requiring other drivers to navigate around them. It’s the latest example of a safety-related issue for the Alphabet-owned AV unit that’s rapidly bolstering its fleet of vehicles and entering new U.S. markets.
Waymo has drawn criticism for its vehicles failing to yield to school buses in Austin, and for the performance of its vehicles during widespread power outages in San Francisco in December, when robotaxis halted in traffic, causing gridlock.
The company said in a statement on Tuesday that it’s “identified an area of improvement regarding untraversable flooded lanes specific to higher-speed roadways,” and opted to file a “voluntary software recall” with the NHTSA.
“Waymo provides over half a million trips every week in some of the most challenging driving environments across the U.S., and safety is our primary priority,” the company said.
Waymo added that it’s working on “additional software safeguards” and has put “mitigations” in place, limiting where its robotaxis operate during extreme weather, so that they avoid “areas where flash flooding might occur” in periods of intense rain.
WATCH: Waymo launches new autonomous system in Chinese-made vehicle

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Qualcomm tumbles 13% as semiconductor stocks retreat from historic AI-fueled surge

Semiconductor equities reversed sharply after a broad AI-driven advance, with Qualcomm suffering its worst day since 2020 amid inflation concerns and rising oil prices.

Semiconductor stocks fell sharply on Tuesday, reversing course after an extensive rally that had expanded the artificial intelligence investment theme well past Nvidia and driven the industry to unprecedented levels.

Qualcomm plunged 13% and was on track for its steepest single-day decline since 2020. Intel shed 8%, while On Semiconductor and Skyworks Solutions each lost more than 6%. The iShares Semiconductor ETF, which benchmarks the overall sector, fell 5%.

The sell-off came after a key gauge of consumer prices came in above forecasts, and as conflict in Iran pushed crude oil higher—prompting investors to shift away from riskier assets.

The preceding advance had widened the AI opportunity set beyond longtime industry leader Nvidia, which for much of the past several years had largely carried the market to new peaks on its own.

Explosive appetite for central processing units, along with the graphics processing units that power large language models, has sent chipmakers to all-time highs.

Market participants are wagering that the shift from AI model training to autonomous agents will lift demand for additional AI hardware. Among the beneficiaries are memory chip producers, which are raising prices as supply remains tight.

Micron Technology slid 6%, and Sandisk cratered 8%. Sandisk’s stock has surged more than six times over since January.

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